Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 04-15-2024 | 03-31-2024 | 798 | 3,049,678,501 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 701 | $1,234,793 | 9,409 | 0.00 | 0.00 | 3,985 | 73.47 | 03-31-2024 |
| ADAM NAT RES FD INC | COM | 702 | $1,230,066 | 53,342 | 0.00 | 0.00 | -367 | -0.68 | 03-31-2024 |
| NETFLIX INC | COM | 703 | $1,224,985 | 2,017 | 0.00 | 0.00 | 187 | 10.22 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 704 | $1,216,983 | 29,010 | 0.00 | 0.00 | 770 | 2.73 | 03-31-2024 |
